Send Clients Everything

We do something simple that helps keep clients happy: We send clients copies of everything that comes in or goes out of our office about the client’s matter. We have an office procedure that sends a copy of everything we generate in our office about the case to the client. That alone will save a lot of complaints and claims. If the stuff you have to send the client is awkward (maybe someone chewing on you for having failed to do something you were supposed to do) send it anyway. Far better to have the client hear it from you with your explanation than from someone else, much later.

From: “Malpractice Avoidance in Tort and Insurance Cases,” CLE presented to the Oklahoma Association for Justice. Copyright 2013 Rex Travis.


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